Settings
Customize your account and control what's important to you.
- Add a Team Member
- Use the Agenda Assistant
- Troubleshooting: Fixing email errors with SendGrid
- Export Notes
- API Settings
- SendGrid Integration
- Adding Captcha to your Landing Page
- Use Birthday Assistant to Remember Client Birthdays
- View your billing history
- Importing Phone Number Labels
- Adjust the Theme for your account
- International - Date Format from Month/Day/Year to Day/Month/Year
- Add Sources to track where your business is coming from
- Update credit card / payment method
- Change Plan
- Landing Pages: Adding Profile Information with Mail Merge Fields
- Stopping Spam Submissions from your Landing Page
- Backing up your data
- Automatic Email Footer
- Login when I forgot my password